Canada’s $600M Carbon Pricing Deal Signals a New Push for Carbon Capture

Jennifer L
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0
Canada’s $600M Carbon Pricing Deal Signals a New Push for Carbon Capture

Canada has reached a new agreement with Alberta that reshapes the country’s industrial carbon pricing system. The deal involves a financial commitment of up to C$600 million from each party, the federal government and Alberta. This agreement is represented by Premier Danielle Smith and Prime Minister Mark Carney.

The funds will support carbon capture and storage (CCS) projects between 2030 and 2040. These projects aim to reduce emissions from heavy industry, especially oil and gas operations in Alberta.

At the center of the agreement is a broader policy shift. Alberta will raise its industrial carbon price. The goal is $130 per tonne by 2040. Interim increases will begin this decade.

The deal also connects carbon pricing with future energy infrastructure plans. This includes potential pipeline development, which remains politically sensitive across Canada.

Taken together, the agreement signals a new phase in Canada’s climate strategy. It links emissions pricing, industrial competitiveness, and large-scale infrastructure planning in one policy framework.

How Canada’s Industrial Carbon Pricing System Is Changing

Canada already has a national carbon pricing system, but provinces can design their own frameworks if they meet federal standards. This creates a mixed system that combines federal oversight with provincial flexibility.

Canada carbon prices per jurisdiction

Under the new Alberta–Ottawa agreement, the industrial carbon price will rise gradually over time. The goal is to increase predictability for companies while still pushing long-term emissions reductions.

Key elements of the plan include:

  • A rising carbon price path toward $130/t by 2040
  • Annual benchmark increases through the 2030s
  • Stronger compliance rules under Alberta’s TIER system
  • Support for carbon capture investment through public funding

This structure reflects a shift away from short-term carbon pricing signals. Instead, Canada is moving toward long-term “price certainty” for industrial emitters. 

Economists often argue that stable carbon prices are more effective than volatile systems. They allow companies to plan long-term investments in cleaner technology. However, critics say the pace of change is still too slow to meet climate targets.

CCS Becomes Canada’s Bridge Between Oil and Net Zero

A central feature of the agreement is the joint investment in carbon capture and storage. Under Friday’s agreement, Alberta and the federal government will jointly invest up to C$1.2 billion in carbon capture and storage projects, with the cost split equally between both parties.

This means each side will contribute up to C$600 million to support CCS deployment. Carbon capture is a technology that traps CO₂ emissions from industrial facilities. The gas is then stored underground in geological formations.

In Alberta, CCS is mainly focused on oil sands and heavy industry. These sectors are among the most carbon-intensive parts of Canada’s economy.

Supporters argue that CCS is necessary because emissions from these industries are difficult to eliminate quickly. They say it can reduce emissions while keeping industrial production active.

But CCS remains expensive. Global projects often depend on government support to remain viable. Costs can vary widely depending on location, technology, and storage conditions. The DNV report forecasts the CCS costs in North America and Europe as follows:

DNV_CCS_forecast_2050_transport_and_storage_costs_in_EUR_and_NAM

The Canadian government has also linked CCS investment to future industrial development. In some cases, it is seen as a condition for infrastructure approvals, including potential pipeline expansion. 

Canada already operates several large-scale CCUS facilities, mainly in Alberta and Saskatchewan. One of the largest is the Quest Carbon Capture and Storage Project in Alberta, which captures and stores about 1 million tonnes of CO₂ annually.

The North American country is also emerging as a major player in the global CCUS market. Canadian projects account for roughly 11.5% of planned global carbon capture storage capacity.

carbon capture (CCUS) in Canada
Source: Canadian Energy Centre

National CCUS capacity could grow from about 4.4 million tonnes of CO₂ per year today to around 16.3 million tonnes annually by 2030. The federal government is also supporting the sector through programs like the Energy Innovation Program, which funds CCUS research, clean energy technologies, and smart grid development to help support Canada’s 2050 net-zero target.

Industrial Climate Policy Moves From Short-Term to Long Horizon

Canada has long committed to reaching net-zero emissions by 2050. However, industrial emissions remain one of the hardest challenges. 

Oil and gas production accounts for roughly a quarter of Canada’s total greenhouse gas emissions, according to federal climate data. This makes Alberta central to national climate policy.

At the same time, Canada is trying to expand energy exports. This creates a policy tension between climate goals and economic growth. The new agreement tries to balance both sides. It keeps the long-term net-zero target while allowing continued fossil fuel development under stricter carbon pricing rules.

Canada net zero goals 2030 target
Source: Government of Canada

Recent policy changes also show this balancing act. Canada has rolled back some emissions caps for the oil and gas sector while strengthening carbon pricing mechanisms.

Officials say this approach aims to maintain investment while still driving emissions reductions over time. Critics argue that delaying stricter limits could slow Canada’s progress toward its climate goals.

Economic Pressure on Heavy Industry

One of the biggest drivers of the deal is economic pressure on Alberta’s energy sector. High-emission industries face rising compliance costs under carbon pricing systems. As carbon prices increase, companies must either reduce emissions or pay higher fees.

Current provincial systems already impose costs on large emitters. The federal system also sets a minimum price that rises over time.

According to government data, Canada’s carbon price floor is scheduled to increase gradually toward higher levels by 2030 and beyond. For Alberta, this creates both risk and opportunity.

On one hand, higher carbon prices increase operating costs for oil and gas producers. On the other hand, they create incentives for cleaner technologies and efficiency upgrades.

Industry groups often warn that higher carbon costs could reduce competitiveness compared to countries with weaker climate rules. However, supporters of carbon pricing argue that it helps align Canada with global climate standards and reduces long-term transition risks.

Infrastructure, Pipelines, and Climate Policy Are Now Linked

The agreement also ties climate policy more closely to energy infrastructure development. Reports suggest the deal could help support future pipeline expansion tied to Canadian oil exports.

Canada remains one of the world’s largest oil producers, exporting roughly 4 million barrels per day to global markets. At the same time, the oil and gas sector accounts for about 31% of the country’s total greenhouse gas emissions.

The federal government has said future infrastructure growth must align with stricter carbon pricing and emissions reductions, including carbon capture deployment. This reflects a broader shift where climate policy is increasingly linked to industrial investment and export strategy.

Canada’s Carbon Market Is Entering a New Phase

Canada’s carbon pricing system is becoming more long-term and industry-focused, with Alberta now playing a central role through its Technology Innovation and Emissions Reduction (TIER) system.

Alberta’s TIER market is already one of Canada’s largest compliance carbon systems. Large industrial emitters that cut emissions below required levels can earn carbon credits.

In contrast, those with higher emissions must buy credits or pay compliance costs. The federal carbon benchmark is also set to rise to C$170 per tonne by 2030.

Canada carbon price per tonne yearly
Source: RBN Energy LLC website

The changes come as carbon pricing expands globally. According to the World Bank, carbon pricing systems now cover about 24% of global greenhouse gas emissions worldwide.

At the same time, Canada is increasingly linking carbon pricing, carbon credits, carbon capture, and energy infrastructure into one broader industrial strategy. The goal is to reduce emissions while giving companies more certainty for long-term investment and competitiveness.

The new Ottawa-Alberta carbon agreement reflects a political and economic compromise. It supports continued industrial activity while seeking to strengthen the credibility of climate policy.

The success of this approach will depend on how effectively carbon capture technologies scale, how industries respond to rising carbon prices, and whether long-term investments in clean infrastructure deliver real emissions reductions.

Microsoft Signs 650,000 Carbon Removal Credit Deal with BioCirc’s Denmark BECCS Project

Saptakee S
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0
Microsoft Signs 650,000 Carbon Removal Credit Deal with BioCirc’s Denmark BECCS Project

BioCirc has signed a major agreement with Microsoft (MSFT stock) to deliver 650,000 high-durability carbon removal units (CRUs) over seven years. The deal will support Microsoft’s goal of becoming carbon negative by 2030 while helping expand the market for durable carbon removal solutions in Europe.

The agreement focuses on BioCirc’s bioenergy with carbon capture and storage (BECCS) platform in Denmark. Under the deal, BioCirc will supply around 100,000 CRUs every year between 2026 and 2032. Deliveries will begin in the second half of 2026 as the project gradually ramps up.

Each CRU represents one metric ton of carbon dioxide permanently removed from the atmosphere and stored underground. The captured carbon will come from biogenic CO2 generated at BioCirc’s biogas plants and then stored deep beneath the Danish North Sea.

Deal Comes After Questions Around Microsoft’s Carbon Removal Strategy

The agreement is important because it comes shortly after reports suggested Microsoft had slowed some carbon removal purchases. Earlier reports claimed the company had informed some suppliers that it was pausing parts of its procurement activity.

However, as per reports, Microsoft later clarified that its carbon removal program remains active. The company’s Chief Sustainability Officer, Melanie Nakagawa, explained that carbon removal still plays a key role in Microsoft’s climate strategy. She also noted that the company may adjust the pace and scale of future purchases depending on market conditions and project readiness.

This new agreement with BioCirc shows that Microsoft continues to invest in large-scale, durable carbon removal projects despite recent concerns. It has significantly emerged as one of the world’s largest buyers of high-quality carbon removal credits. Instead of depending on one technology, the company spreads its investments across several approaches.

microsoft carbon removal
Source: Microsoft

BioCirc Expands Its Circular Energy Vision

BioCirc operates in the circular bioeconomy sector and focuses on reducing emissions through biogas and renewable energy systems. The company develops energy solutions that use every part of the biogas value chain while lowering carbon emissions and supporting energy security.

The CCS project has become one of the company’s most important climate initiatives. BioCirc plans to connect biogas production with carbon capture and permanent underground storage. This approach allows the company to remove carbon dioxide from the atmosphere while continuing to generate renewable energy.

  • The project will capture biogenic CO2 from five Danish biogas plants. These facilities include Favrskov Biogas, Vesthimmerland Biogas, Haderslev Biogas, Grønhøj Biogas, and Vinkel Biogas.

Operations are expected to expand gradually between 2026 and 2032. During this period, BioCirc aims to capture and permanently store up to 1 million tonnes of CO2. According to the company, that amount equals the annual direct emissions of more than 130,000 people in Denmark.

Carbon Will Be Stored Beneath the North Sea

  • The captured carbon dioxide will be transported to the Greensand Future storage site in the Danish North Sea.
  • There, the CO2 will be injected around 1,500 to 1,800 meters beneath the seabed into the Nini West reservoir.
  • This process creates a complete carbon capture and storage value chain. It starts from decentralized capture at biogas facilities and ends with permanent offshore geological storage.
carbon capture and storage
Source: BioCirc

The project also receives support from the Danish Energy Agency through the NECCS fund. According to BioCirc, both the government subsidy and Microsoft’s carbon removal purchase agreement are necessary to make the project financially viable.

The company also emphasized that all lifecycle emissions linked to the process will be measured carefully. This includes emissions from biomass sourcing, plant operations, and transportation. BioCirc said the accounting process will ensure that the project delivers genuine net carbon removal.

In addition, the biomass used in the system must meet strict Danish sustainability standards. The company added that its facilities already meet or exceed Denmark’s methane detection and leak prevention requirements.

Microsoft Makes Carbon Removal the Key to Managing AI-Driven Emissions

Despite its ambitious climate commitments, Microsoft continues to face growing emissions challenges. The rapid expansion of artificial intelligence, cloud computing, and data center infrastructure has increased the company’s carbon footprint in recent years.

Its total emissions have risen by more than 30% compared to 2020 levels. The increase mainly comes from the growing energy demand linked to AI systems and large-scale digital infrastructure.

microsoft emission

At the same time, the tech giant continues to pursue some of the corporate world’s most aggressive climate goals. The company plans to become carbon negative by 2030, meaning it intends to remove more carbon from the atmosphere than it emits each year.

Diversifying Carbon Removal Investments

To support these goals, Microsoft has invested heavily in carbon removal projects worldwide. By 2025, the company had committed more than $750 million to carbon removal initiatives and contracted around 45 million tonnes of carbon removals.

Microsoft carbon removal

These include BECCS, direct air capture, mineralization, and other engineered removal systems. This strategy allows the company to reduce risks while helping multiple carbon removal technologies scale commercially.

The BioCirc agreement strengthens Microsoft’s BECCS portfolio while supporting a project with relatively high technical readiness. BioCirc’s existing biogas operations and integrated infrastructure make the project more commercially practical compared to some earlier-stage carbon removal technologies.

The company also believes its model can expand beyond Denmark. BioCirc said the system could eventually be replicated across Europe’s more than 1,500 biomethane production sites.

Overall, the whole deal shows that BECCS projects could play a larger role in helping industries and governments meet long-term climate targets while building new low-carbon energy systems.

Energy Security Fears Are Back – And Nickel Is Now a Strategic Asset in the Clean Power Race

Saptakee S
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0
Energy Security Fears Are Back – And Nickel Is Now a Strategic Asset in the Clean Power Race

Disseminated on behalf of Alaska Energy Metals Corporation.

The global energy narrative has shifted again. What began as a climate-driven transition is now increasingly shaped by geopolitics, supply chain risks, and national security concerns. In 2026, energy security and decarbonization have become the dominant drivers of policy and investment decisions.

According to the IEA, nearly 80% of energy experts ranked energy security as a top priority in 2025, ahead of emissions reduction and affordability. This shift is transforming how markets value critical minerals. Among them, nickel is emerging as a strategic asset, not just a commodity.

clean energy
Source: IEA

The Return of Energy Security – and Why Nickel Is at the Center

Recent geopolitical shocks have exposed vulnerabilities in global energy systems. Disruptions in oil and gas flows and ongoing global tensions have pushed prices higher and accelerated demand for alternative energy systems. However, electrification brings its own dependencies, particularly on battery metals.

  • Nickel sits at the core of this transition because it plays a critical role in high-energy-density EV batteries, especially nickel-manganese-cobalt (NMC) chemistries.
  • It improves battery range, efficiency, and performance, making it essential for electric vehicles, grid storage, and industrial electrification.

Demand trends reflect this growing importance. Nickel demand for clean energy is expected to more than double by 2030, while battery-grade nickel demand continues to grow at a double-digit pace annually. At the same time, the global nickel market is expanding rapidly in value terms, highlighting strong long-term fundamentals.

NICKEL DEMAND
Source: IEA

Yet supply remains fragile. A large portion of global nickel production and processing is concentrated in Indonesia and China. This concentration creates geopolitical exposure and environmental concerns. Even when supply is available, refining constraints and processing complexities can limit the availability of battery-grade material.

As a result, nickel is no longer priced purely on traditional supply-demand dynamics. Instead, it is increasingly valued based on security, reliability, and strategic access.

Quality Over Quantity: The Strategic Premium of Sulphide Nickel

The nickel market is no longer just about volume. It is now about quality. A key distinction has emerged between laterite nickel and sulphide nickel, and this difference is shaping investment decisions.

Laterite deposits are more abundant but require complex and energy-intensive processing methods. In contrast, sulphide deposits are easier to process into high-purity Class 1 nickel, which is required for EV batteries. This simpler processing route reduces costs, emissions, and technical risks.

Sulphide nickel also aligns better with environmental, social, and governance (ESG) goals. It produces fewer emissions and integrates more easily into clean energy supply chains. However, sulphide deposits are relatively rare, and most known high-quality resources have already been developed.

This scarcity is creating a premium for sulphide-based projects. Automakers and battery manufacturers are increasingly prioritizing high-purity, low-carbon, and geopolitically secure supply sources. The focus has shifted from simply securing more nickel to securing the right kind of nickel.

AEMC’s Nikolai Project: From Mining Asset to Strategic Infrastructure

Alaska Energy Metals Corp.’s Nikolai project stands out in this evolving landscape. It is not just a mining project but a strategic asset that aligns closely with the United States’ energy security priorities.

Proximity to U.S. Gigafactories

The United States is rapidly expanding its domestic battery manufacturing capacity. New gigafactories are being developed to support electric vehicle production and energy storage systems. As a result, the need for secure, local sources of critical minerals is increasing.

Nikolai’s location in Alaska provides a geographic advantage. It sits within reach of North American battery hubs, reducing reliance on long and vulnerable international supply chains. This proximity lowers transportation risks and supports the broader push toward supply chain localization.

Alaska energy metals nikolai
Source: AEMC

Stable Jurisdiction and Permitting Advantage

The United States offers a strong regulatory framework, transparent permitting processes, and growing policy support for critical minerals. The nickel junior is advancing its Nikolai project with support from the U.S. government.

In its latest press release, AEMC said it is continuing to work with the U.S. Administration and key government agencies to advance its critical minerals strategy. The company is exploring strategic funding opportunities, partnerships, and policy programs designed to support domestic mineral production and build more resilient supply chains.

AEMC also said that, through the Department of Defense’s Defense Industrial Base Consortium (DIBC), it responded to a new call for projects eligible for Defense Production Act Title III funding. The company submitted a proposal for its Nikolai project, which received a “MET” rating. AEMC noted that requests for more detailed proposals under this funding program could begin as early as May 2026.

Thus, Nikolai is more than a nickel project. It is becoming a strategic U.S. asset. It supports both clean energy goals and defense supply chain security.

Low-CO₂ Sulphide Resource: Built for the Energy Transition

Nikolai’s sulphide-style mineralization is a key advantage. Compared to laterite operations, sulphide deposits require less energy-intensive processing, resulting in lower carbon emissions.

This is increasingly important as automakers face pressure to reduce emissions across their entire value chains. It is no longer enough to produce zero-emission vehicles. The materials used in those vehicles must also meet strict environmental standards.

A low-carbon nickel source with clear traceability and strong ESG credentials becomes highly attractive in this context. Nikolai fits well within this requirement, positioning it as a future-ready supply option.

Multi-Metal Exposure: A Full Energy Transition Package

The Nikolai project also offers exposure to multiple critical metals beyond nickel. These include copper, cobalt, and platinum group metals, all of which play essential roles in the energy transition.

These materials are used in electric vehicles, renewable energy systems, and emerging technologies such as hydrogen production. This multi-metal profile enhances the project’s strategic value and reduces reliance on a single commodity.

nickel nikolai AEMC
Source: AEMC

It positions Alaska Energy Metals Corp. as a broader participant in the clean energy supply chain rather than just a nickel-focused company.

The Bigger Shift: From Commodity Cycles to Strategic Positioning

The nickel market is undergoing a structural transformation. Historically, it was driven by stainless steel demand and cyclical economic trends. Today, it is increasingly shaped by energy policy, geopolitics, and technological change.

Buyers are securing long-term supply agreements to reduce risk and ensure stability. Companies are also willing to pay a premium for materials sourced from stable jurisdictions with strong environmental credentials. At the same time, vertical integration across the supply chain is accelerating.

This shift means that nickel assets are now evaluated on more than just cost and scale. Location, carbon footprint, processing efficiency, and alignment with national strategies are becoming equally important.

Conclusion: Nickel as Energy Infrastructure, Not Just a Metal

The return of energy security concerns has fundamentally reshaped the role of critical minerals in the global economy. Nickel has moved beyond its identity as a commodity and is now seen as a foundational element of clean energy systems.

Projects like AEMC’s Nikolai are positioned at the intersection of energy transition, industrial policy, and national security. With its proximity to U.S. gigafactories, stable jurisdiction, and low-carbon sulphide resource, it represents more than a mining opportunity.

It is part of a broader infrastructure layer that will support the next phase of global electrification. As geopolitical tensions persist and demand for clean energy accelerates, a secure and sustainable nickel supply will become increasingly valuable.

In this new landscape, success will depend not just on production volumes but on strategic positioning. And that is where projects like Nikolai are beginning to stand apart.


DISCLAIMER 

New Era Publishing Inc. and/or CarbonCredits.com (“We” or “Us”) are not securities dealers or brokers, investment advisers, or financial advisers, and you should not rely on the information herein as investment advice. Alaska Energy Metals. (“Company”) made a one-time payment of $75,000 to provide marketing services for a term of three months. None of the owners, members, directors, or employees of New Era Publishing Inc. and/or CarbonCredits.com currently hold, or have any beneficial ownership in, any shares, stocks, or options of the companies mentioned.

This article is informational only and is solely for use by prospective investors in determining whether to seek additional information. It does not constitute an offer to sell or a solicitation of an offer to buy any securities. Examples that we provide of share price increases pertaining to a particular issuer from one referenced date to another represent arbitrarily chosen time periods and are no indication whatsoever of future stock prices for that issuer and are of no predictive value.

Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high-risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reviewing the companies’ SEDAR+ and SEC filings, press releases, and risk disclosures.

It is our policy that information contained in this profile was provided by the company, extracted from SEDAR+ and SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee them.

CAUTIONARY STATEMENT AND FORWARD-LOOKING INFORMATION

Certain statements contained in this news release may constitute “forward-looking information” within the meaning of applicable securities laws. Forward-looking information generally can be identified by words such as “anticipate,” “expect,” “estimate,” “forecast,” “plan,” and similar expressions suggesting future outcomes or events. Forward-looking information is based on current expectations of management; however, it is subject to known and unknown risks, uncertainties, and other factors that may cause actual results to differ materially from those anticipated.

These factors include, without limitation, statements relating to the Company’s exploration and development plans, the potential of its mineral projects, financing activities, regulatory approvals, market conditions, and future objectives. Forward-looking information involves numerous risks and uncertainties and actual results might differ materially from results suggested in any forward-looking information. These risks and uncertainties include, among other things, market volatility, the state of financial markets for the Company’s securities, fluctuations in commodity prices, operational challenges, and changes in business plans.

Forward-looking information is based on several key expectations and assumptions, including, without limitation, that the Company will continue with its stated business objectives and will be able to raise additional capital as required. Although management of the Company has attempted to identify important factors that could cause actual results to differ materially, there may be other factors that cause results not to be as anticipated, estimated, or intended.

There can be no assurance that such forward-looking information will prove to be accurate, as actual results and future events could differ materially. Accordingly, readers should not place undue reliance on forward-looking information. Additional information about risks and uncertainties is contained in the Company’s management’s discussion and analysis and annual information form for the year ended December 31, 2025, copies of which are available on SEDAR+ at www.sedarplus.ca.

The forward-looking information contained herein is expressly qualified in its entirety by this cautionary statement. Forward-looking information reflects management’s current beliefs and is based on information currently available to the Company. The forward-looking information is made as of the date of this news release, and the Company assumes no obligation to update or revise such information to reflect new events or circumstances except as may be required by applicable law.

Battery Storage Boom Is Accelerating Faster Than EVs, Redefining Lithium Demand

Jennifer L
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0
Battery Storage Boom Is Accelerating Faster Than EVs, Redefining Lithium Demand

Disseminated on behalf of Surge Battery Metals.

The story of lithium demand is changing. For many years, electric vehicles (EVs) were the main driver of demand for lithium. Today, that is no longer the full picture.

Battery storage is growing quickly. In 2025, global battery energy storage system (BESS) installations exceeded about 315 gigawatt‑hours (GWh), nearly 50% more than in 2024, according to Benchmark Mineral Intelligence. Grid‑scale storage and behind‑the‑meter projects for industry and data centers are major contributors to that growth.

This shift matters. According to industry analysis cited by Lithium Americas CEO John Evans, every one GWh of grid storage capacity requires about 900 tonnes of lithium. That is a large amount of material, and it adds a new layer to how lithium demand is understood.

As a result, lithium demand is now coming from three main forces in parallel: EVs, grid storage, and data center power resilience. This expanded demand picture is changing market forecasts and investment strategies.

EVs, Grid Storage, and Data Centers: The Three Forces Driving Demand

Electric vehicles are still an important part of lithium demand. EV sales and battery build‑outs continue to grow worldwide. However, they are not the only force driving lithium consumption.

Battery storage for the grid and for industrial power systems is becoming a major demand driver. Utilities around the world are installing lithium‑ion batteries to balance renewable energy, improve reliability, and cut peak power costs. 

U.S. Battery Energy Storage Capacity, Current vs. Forecast
Source: Benchmark Mineral Intelligence/SEIA

In the United States, the battery energy storage capacity is projected to grow 400% from 2025 to 2030. Data from Benchmark Mineral Intelligence and the SEIA project this rapid growth in five years. 

At the same time, technology companies are deploying large lithium battery systems behind the meter to support reliable power for AI and cloud computing.

This broadening of lithium demand reflects developments in energy and technology infrastructure planning. For many regions, battery storage is no longer a side project; it is part of the core energy strategy.

Lithium-Ion Batteries Powering the Grid and Industry

Lithium‑ion technology is now the dominant choice for BESS. It accounted for a large majority of storage systems installed in 2024, and that share remained high into 2025.

Industry reports project that the global BESS market could be worth tens of billions of U.S. dollars by 2030, with steady growth as storage systems scale up to support renewables and grid flexibility. 

Meanwhile, battery manufacturing capacity is expanding rapidly. The International Energy Agency reported that global battery production exceeded 3 terawatt‑hours (TWh) per year in 2024, nearly three times what was needed for EV and storage demand that year. And it could soar to almost 10 TWh a year. 

global capacity battery manufacturing iea
Source: IEA

These developments show that demand for lithium in storage applications is becoming structural, not temporary.

From Transport to Infrastructure: Lithium’s Expanding Role

The rapid growth of grid storage affects how lithium demand is forecasted. In the past, most forecasts focused on EV batteries. Today, models are being adjusted to include storage applications that are tied to national energy planning and corporate resilience strategies.

As BESS installations grow, demand becomes more predictable and less tied to consumer EV purchase cycles. This stability matters for investors, suppliers, and policymakers alike. It means that supply projects need to plan for longer-term demand horizons, with stable output for multiple industry uses.

Nevada North Lithium Project: Built for the Multi-Driver Lithium Market

This expanded demand picture highlights the importance of long‑lived lithium resources. Projects that can supply lithium steadily, for many years, are becoming more important as demand widens beyond EVs.

One example that aligns with this shift is the Nevada North Lithium Project (NNLP) by Surge Battery Metals (TSX-V: NILI | OTCQX: NILIF), a high‑grade, domestic resource with characteristics that match the evolving market needs.

Here are key attributes of NNLP that align with expanding lithium demand:

  • Long Duration Supply: NNLP has a projected 42‑year mine life, according to the 2025 Preliminary Economic Assessment (PEA). This long horizon supports the extended demand profiles needed for grid storage build‑outs and infrastructure projects, not just EV batteries.
  • High Annual Output: The project’s average production of approximately 86,300 tonnes per year of lithium carbonate equivalent (LCE) places it in the range needed for large‑scale storage supply frameworks.
  • Domestic Resource Position: Located in Nevada, NNLP contributes to U.S. goals for domestic critical mineral supply. This is increasingly important for utilities, policy makers, and corporate partners who want secure, high‑quality sources closer to end markets.
  • Development Framework: NNLP’s planning and partnerships position it to meet commercial expectations tied to long‑term supply, offtake, and investment strategies.

Surge - NNLP Preliminary Economic Assessment (PEA)

These features are meaningful as the market looks for lithium that can serve EVs, grid‑scale storage, and data center power resilience together, not in isolation.

Why Grid Storage Becomes a Strategic Priority

Battery storage is becoming a focus of public policy and business planning. In regions where grid reliability is a concern, storage systems help prevent blackouts and manage peak demand. For utilities, storage offers a way to integrate more renewable energy without compromising stability.

At the same time, commercial and industrial users, especially data centers supporting AI workloads, are investing in battery systems that protect operations from interruptions. This is especially true for data centers that support AI workloads. 

Companies like Amazon Web Services, Microsoft, and Google are deploying large-scale battery storage at their data centers to prevent outages. These systems provide instant backup power, helping avoid costly downtime. They also reduce the need for diesel generators, which are expensive and produce emissions. As AI demand grows, more companies are expected to follow this approach.

As a result, storage applications are increasingly planned alongside utility infrastructure and technology investments. This trend has elevated battery storage from a supporting data point to a lead story in lithium demand.

lithium demand by use 2030

Numbers Speak: BESS Installations and Market Growth

To put the storage boom in perspective:

  • Global BESS installations exceeded 315 GWh in 2025, up about 50 percent from 2024. 
  • Lithium‑ion batteries remain the dominant technology in utility and industrial storage systems.
  • Global battery manufacturing capacity surpassed 3 TWh per year in 2024, expanding supply frameworks for EVs and storage alike. 
  • The global BESS market is projected to grow strongly through 2030, supported by energy policy and grid modernization plans.

These figures show that lithium demand is no longer defined by a single industry application, but by multiple, overlapping infrastructure and technology drivers.

Lithium Demand Reimagined: Multi-Decade Opportunities

As battery storage continues to grow alongside EV adoption, the narrative around lithium demand will continue to evolve. Lithium’s role is expanding from a material tied mainly to transportation to a foundational input in energy systems and technology infrastructure.

In this new landscape, projects with deep resources, stable mine lives, and strong production profiles like NNLP are positioned to meet diversified demand over decades. Their potential to supply lithium for multiple demand drivers reflects how the market is reshaping itself.

The battery storage boom is more than a trend; it is redefining how lithium is used and valued in the global economy.

DISCLAIMER

New Era Publishing Inc. and/or CarbonCredits.com (“We” or “Us”) are not securities dealers or brokers, investment advisers, or financial advisers, and you should not rely on the information herein as investment advice. Surge Battery Metals Inc. (“Company”) made a one-time payment of $75,000 to provide marketing services for a term of three months. None of the owners, members, directors, or employees of New Era Publishing Inc. and/or CarbonCredits.com currently hold, or have any beneficial ownership in, any shares, stocks, or options of the companies mentioned.

This article is informational only and is solely for use by prospective investors in determining whether to seek additional information. It does not constitute an offer to sell or a solicitation of an offer to buy any securities. Examples that we provide of share price increases pertaining to a particular issuer from one referenced date to another represent arbitrarily chosen time periods and are no indication whatsoever of future stock prices for that issuer and are of no predictive value.

Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high-risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reviewing the companies’ SEDAR+ and SEC filings, press releases, and risk disclosures.

It is our policy that information contained in this profile was provided by the company, extracted from SEDAR+ and SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee them.

CAUTIONARY STATEMENT AND FORWARD-LOOKING INFORMATION

Certain statements contained in this news release may constitute “forward-looking information” within the meaning of applicable securities laws. Forward-looking information generally can be identified by words such as “anticipate,” “expect,” “estimate,” “forecast,” “plan,” and similar expressions suggesting future outcomes or events. Forward-looking information is based on current expectations of management; however, it is subject to known and unknown risks, uncertainties, and other factors that may cause actual results to differ materially from those anticipated.

These factors include, without limitation, statements relating to the Company’s exploration and development plans, the potential of its mineral projects, financing activities, regulatory approvals, market conditions, and future objectives. Forward-looking information involves numerous risks and uncertainties and actual results might differ materially from results suggested in any forward-looking information. These risks and uncertainties include, among other things, market volatility, the state of financial markets for the Company’s securities, fluctuations in commodity prices, operational challenges, and changes in business plans.

Forward-looking information is based on several key expectations and assumptions, including, without limitation, that the Company will continue with its stated business objectives and will be able to raise additional capital as required. Although management of the Company has attempted to identify important factors that could cause actual results to differ materially, there may be other factors that cause results not to be as anticipated, estimated, or intended.

There can be no assurance that such forward-looking information will prove to be accurate, as actual results and future events could differ materially. Accordingly, readers should not place undue reliance on forward-looking information. Additional information about risks and uncertainties is contained in the Company’s management’s discussion and analysis and annual information form for the year ended December 31, 2025, copies of which are available on SEDAR+ at www.sedarplus.ca.

The forward-looking information contained herein is expressly qualified in its entirety by this cautionary statement. Forward-looking information reflects management’s current beliefs and is based on information currently available to the Company. The forward-looking information is made as of the date of this news release, and the Company assumes no obligation to update or revise such information to reflect new events or circumstances except as may be required by applicable law.

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Amazon (AMZN) Stock Rises as It Bets on Geothermal Power with AI Data Centers Triggering a New Energy Supercycle

Jennifer L
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0
Amazon (AMZN) Stock Rises as It Bets on Geothermal Power with AI Data Centers Triggering a New Energy Supercycle

Amazon is accelerating its push into carbon-free energy as artificial intelligence (AI) drives a massive new wave of electricity demand. The company announced plans to invest in 700 megawatts (MW) of clean energy projects in Nevada. This will help support future data center operations near Reno.

The portfolio includes 100 MW of geothermal energy from Zanskar and 600 MW of solar power paired with 600 MW of battery storage from Primergy.

The move comes as Amazon expands its AI and cloud infrastructure through Amazon Web Services (AWS). It shows a bigger trend in global energy markets. Major tech companies are racing to get reliable, carbon-free electricity they need to power their energy-hungry AI systems.

Amazon shares also moved higher after the company announced its new Nevada clean energy investments tied to future AI and cloud expansion. The next day, Amazon stock closed at $270 per share, extending its strong 2026 rally as investors continued backing major AI infrastructure companies.

The stock has gained sharply in recent months as Wall Street grows more optimistic about AWS, artificial intelligence demand, and the company’s long-term energy strategy.

Amazon AMZN stock price

At the same time, Amazon faces growing pressure to balance AI growth with its climate commitments. Rising demand for data centers is boosting electricity use. This makes energy sourcing one of the company’s biggest long-term challenges.

Geothermal Steps Into the Spotlight as “Always-On” Clean Power

Amazon said the Nevada projects will help power future AWS data centers while supporting grid reliability in the state.

The agreement with NV Energy marks the tech giant’s first data center energy deal involving geothermal power. Unlike solar and wind, geothermal energy can generate electricity continuously, regardless of weather conditions.

Amazon described geothermal as an important addition to its energy mix because it provides “firm” carbon-free power around the clock. The company said the battery storage will stabilize the electricity supply. It stores solar energy when production is high and releases it when demand increases.

Amazon said:

“Geothermal is a particularly exciting addition to Amazon’s carbon-free energy portfolio powering our data centers. Unlike other renewable sources that fluctuate with weather or time of day, geothermal harnesses the Earth’s constant internal heat to generate power around the clock.”

The projects are part of Amazon’s rapidly expanding clean energy portfolio. The tech giant has invested in over 700 renewable and carbon-free energy projects worldwide. This totals more than 40 gigawatts (GW) of generating capacity currently. 

Amazon clean renewable energy portfolio
Source: Company filings

BloombergNEF ranked Amazon among the world’s largest corporate buyers of clean electricity in 2025. The company contracted roughly 10.22 GW of carbon-free energy capacity during the year alone.

The AWS company says these investments are designed to support both grid expansion and future AI infrastructure growth.

AI Is Driving a Massive New Wave of Electricity Demand

The Nevada announcement comes as Amazon aggressively expands its AI capabilities under CEO Andy Jassy. He said:

“I don’t think the world has ever seen a technology get this much adoption and grow this quickly… You can choose to howl at the wind, but AI is not going away.” 

AWS remains one of the largest cloud computing platforms in the world. The company is investing a lot in generative AI systems, AI chips, and large data centers. This move is meant to compete with rivals like Microsoft, Google, and Meta Platforms.

That expansion is creating enormous new energy needs. The International Energy Agency estimates that global data centers consumed about 415 terawatt-hours (TWh) of electricity in 2024. The agency expects this figure to climb to nearly 945 TWh by 2030 as AI adoption accelerates.

data center electricity demand due AI 2030
Source: IEA

Amazon is already redesigning data centers to handle the next generation of AI hardware. AWS started an internal project named “Titus.” Its goal is to boost power density, enhance cooling systems, and improve energy efficiency for AI tasks. This uses advanced chips from NVIDIA.

The company is also working to reduce build times for new AI facilities while increasing electricity capacity per site. This reflects a broader shift happening across the tech sector.

AI infrastructure is no longer limited by computing hardware alone. Electricity supply and grid access are becoming major competitive factors.

Amazon’s Climate Goals Face Pressure From AI Expansion

Amazon’s clean energy investments are also tied closely to its climate targets. The company co-founded “The Climate Pledge,” which commits it to reach net-zero carbon emissions by 2040. Below is the company’s progress on its carbon and energy targets:

Amazon carbon and energy progress 2024
Source: Amazon

The tech firm met its goal of using 100% renewable energy for its electricity seven years early. It reached this target in 2023 instead of 2030. However, emissions remain a major challenge.

Amazon’s operational carbon emissions have increased significantly in recent years as AWS and AI infrastructure have expanded. A recent United Nations report showed that Amazon’s indirect operational emissions increased by about 182% from 2020 to 2023. This was the largest rise among major AI-focused tech companies studied.

The company has acknowledged that AI growth is making emissions reductions more difficult.

Amazon is investing a lot in different energy technologies. This includes solar, wind, geothermal, battery storage, and nuclear energy. The tech giant says carbon-free electricity investments help stabilize grids, support local infrastructure, and reduce long-term exposure to fossil fuel volatility.

The company is now focusing more on energy-efficient data center designs. They are also working on advanced cooling systems and flexible power architectures. This aims to reduce electricity use for each computing workload.

Geothermal, Nuclear, and the Rise of Baseload Clean Energy

The Nevada projects also show how technology companies are shifting toward more stable energy sources. Solar and wind remain important, but many AI operators now need electricity that can run continuously 24 hours a day. That is increasing interest in geothermal and nuclear energy.

Amazon has already invested in several nuclear-related initiatives tied to small modular reactor (SMR) development and nuclear-powered data center infrastructure.

Geothermal energy is now attracting similar attention because it can provide steady baseload electricity with low emissions. This matters because AI systems consume far more electricity than traditional cloud workloads. Large AI models require dense clusters of GPUs operating continuously, which increases both power and cooling needs.

ChatGPT vs Claude AI energy and carbon use

Industry analysts increasingly view firm carbon-free energy as one of the most valuable assets in the AI economy. As a result, technology companies are competing for more than just advanced chips. They also want access to a stable electricity infrastructure.

Orbital Data Centers Show How Far the AI Race Is Expanding

Amazon’s energy expansion comes as the broader AI industry explores even more ambitious infrastructure concepts. Reports recently revealed that Google has discussed orbital data center projects with SpaceX as companies search for long-term solutions to AI power constraints.

The concept involves placing solar-powered computing infrastructure in space to bypass terrestrial grid limitations. While orbital computing remains highly experimental, the discussions highlight how rapidly AI energy demand is growing.

Analysts estimate future AI infrastructure could require trillions of dollars in investment across:

  • data centers,
  • transmission systems,
  • cooling technologies,
  • battery storage, and
  • power generation.

Many experts now see electricity infrastructure as one of the defining investment themes of the AI era.

AI Is Now an Energy Infrastructure Race

Amazon’s Nevada projects highlight a major shift happening across both the technology and energy sectors. As AI systems become larger and more power-intensive, access to reliable carbon-free electricity is becoming critical for future growth.

The broader industry now faces a difficult balancing act. Technology companies want to scale AI infrastructure rapidly, but they must also secure enough clean electricity to avoid significantly increasing emissions.

For Amazon and the wider tech sector, energy strategy is quickly becoming just as important as computing strategy itself.

BMW Hits 2M EV Milestone as Volkswagen Faces €1.5B Carbon Compliance Crisis

Jennifer L
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0
BMW Hits 2M EV Milestone as Volkswagen Faces €1.5B Carbon Compliance Crisis

Europe’s two largest automakers, BMW and Volkswagen, are moving in very different directions on electric vehicles and emissions compliance. One is scaling EV production at speed. The other is facing rising regulatory costs linked to carbon targets.

Together, their latest results highlight a shifting global auto industry. Growth in electric vehicles is accelerating. But so are the financial risks tied to emissions rules.

Volkswagen’s Carbon Bill Keeps Growing Under Tougher EU Rules

Volkswagen Group is under growing pressure from Europe’s tightening emissions rules. During its Q1 2026 earnings call, the company said it expects to pay up to €1.5 billion ($1.75 billion) in CO₂ fines between 2025 and 2027. These penalties are linked to failure to meet EU fleet-wide emissions targets.

CFO Arno Antlitz said annual costs will likely range between €300 million and €500 million per year over the compliance period. Even with new EV models coming to market, Volkswagen said it will still fall short of EU requirements.

The financial impact comes at a weak earnings moment. Volkswagen’s operating profit fell 14.3% year-on-year to about €2.5 billion, while revenue came in at €75.66 billion, below expectations. Net profit also dropped 28% to €1.56 billion.

volkswagen q1 financial results
Image from Arno Antlitz’s LinkedIn post

CEO Oliver Blume pointed to several pressures, including geopolitical tensions, trade barriers, and strict regulations. He also confirmed that Volkswagen is cutting costs, including plans to eliminate 50,000 jobs in Germany by 2030.

Following these results, Volkswagen’s stock price went down but started to recover in May.

Volkswagen VOW3 stock price

The company is also facing a long-term challenge. EU rules will tighten further. By 2030, automakers must cut CO₂ emissions by 55% versus 2021 levels, and by 2035 the reduction target rises to 90%.

EU vehicle emissions rules and targets
Source: ICCT

Even with cheaper EV models coming, Volkswagen has admitted that electric vehicles still generate up to 30% lower profit margins than combustion engines. This makes the transition financially difficult in the short term.

BMW Hits 2 Million EVs as Production Accelerates

While Volkswagen faces penalties, BMW is scaling electric production quickly.

The BMW Group confirmed it has now produced its two millionth fully electric vehicle. The milestone vehicle was a BMW i5 M60 xDrive, built at Plant Dingolfing in Germany and delivered to a customer in Spain.

BMW’s EV ramp-up has accelerated sharply. It took the company nearly 11 years to reach its first one million EVs after the launch of the i3 in 2013. The second million took just about two years.

This reflects a major shift in production speed and demand alignment.

Plant Dingolfing is now BMW’s key EV hub. Since 2021, it has produced more than 320,000 electric vehicles, including models like the iX, i5, and i7. In 2025, more than 25% of production at the site was fully electric.

BMW is also using a flexible production system. It builds electric, hybrid, and combustion models on shared production lines. This allows the company to adjust faster to market demand. The luxury carmaker also aims for EVs to make up more than 50% of total annual sales by 2030.

Mixed Global EV Demand Shapes Industry Strategy

Despite production growth, EV demand remains uneven across regions for BMW. In 2025, BMW delivered 442,072 fully electric vehicles worldwide, showing moderate overall growth.

Europe remains the strongest market. EV sales there rose 28%, and now about one in five cars sold in the EU is fully electric. But performance is weaker in other regions.

  • U.S. EV sales fell 16.7% to 42,484 units
  • Fourth-quarter sales dropped 45.5%, after EV tax credits were removed
  • China sales also declined by double digits

At the same time, plug-in hybrid sales in the U.S. rose by more than 30%, showing that many buyers are shifting to partial electrification instead of full EV adoption.

This uneven demand is shaping automaker strategies. Companies are balancing full EV expansion with hybrid production to manage risk.

Two Auto Giants, Two Very Different ESG Paths

The contrast between BMW and Volkswagen also reflects different ESG outcomes.

Volkswagen is facing rising regulatory costs linked to Europe’s stricter emissions rules. At the same time, the company targets net-zero emissions across its value chain by 2050 and plans to become carbon neutral in Europe by 2040.

Volkswagen carbon neutrality roadmap
Source: Volkswagen

The automaker claims it cut production CO₂ emissions per vehicle by over 50% since 2018. This was achieved using renewable electricity, improving energy efficiency, and adopting lower-carbon manufacturing.

However, Volkswagen still faces pressure from slower EV profitability and the high cost of transitioning away from combustion-engine vehicles. The company has acknowledged that some EV models generate lower margins than traditional gasoline vehicles.

BMW, meanwhile, continues expanding EV production without facing similar emissions penalties. The company aims to cut lifecycle CO₂ emissions per vehicle by at least 40% by 2030 versus 2019 levels and targets climate neutrality across its value chain by 2050.

BMW climate goals 2030
Source: BMW

The carmaker says it has already reduced operational CO₂ emissions by more than 70% since 2006 and now sources 100% renewable electricity for its global production network.

BMW is also increasing the use of recycled materials in batteries and vehicle production. The company says its Neue Klasse EV platform will reduce production emissions by up to 40% per vehicle compared with current models.

Both automakers remain under growing pressure to decarbonize further. By 2035, Europe plans to phase out most new combustion-engine vehicle sales entirely.

Transport & Environment (T&E) said the EU’s proposed 45% electrification target for new company cars is too low to fully boost EV demand. The group analyzed a higher 69% target that excludes plug-in hybrids and found it would significantly increase EV sales for major automakers. Under this scenario, BMW could secure 72% of its EV sales from corporate fleets, while Volkswagen Group could secure 61%, and Volvo Cars about 59%.

EU electric vehicle target 2030
Source: T&E report

Industry Competition Intensifies as EV Transition Speeds Up

Competition across the global auto industry is increasing as EV adoption grows. Volkswagen recently reached its own milestone of 2 million EVs produced, just months after hitting its first million. This shows how quickly production is scaling across major automakers.

However, speed alone is not enough. Companies must also manage costs, margins, and regulatory compliance.

BMW’s approach focuses on gradual scaling with flexible production systems. Volkswagen’s approach is more aggressive but comes with higher financial pressure from emissions fines and restructuring costs.

Both companies now face a similar long-term challenge. EVs must become profitable while also meeting strict carbon reduction rules.

A Tale of Two EV Strategies

BMW and Volkswagen show two different paths through Europe’s EV transition. BMW is scaling production quickly and steadily increasing EV share across its plants and markets. It is avoiding major emissions penalties while gradually shifting its product mix.

Volkswagen is moving through a more difficult transition. It faces up to €1.5 billion in CO₂ fines, weaker profits, and rising restructuring costs as it adapts to EU climate rules.

Both companies are moving toward the same endpoint: lower emissions and higher EV adoption. But their financial and operational journeys are very different.

As EU regulations tighten further toward 2030 and 2035, the gap between compliance leaders and laggards may widen even more.

For the global auto industry, the message is clear. EV transition is no longer optional. It is now a regulated, high-cost transformation that is reshaping profitability, production, and long-term strategy.

What Xpansiv’s Latest Investor Update Reveals About the Future of Carbon and Electricity Markets

Jennifer L
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What Xpansiv’s Latest Investor Update Reveals About the Future of Carbon and Electricity Markets

Ahead of its May 25 annual general meeting, Xpansiv released an investor update that shows where global environmental markets may be heading next.

The report highlights a major shift inside one of the world’s largest environmental commodities platforms. Carbon markets are still important, but electricity-linked infrastructure is now becoming a bigger part of the business. AI, battery storage, and cross-border clean energy trading are also reshaping demand.

The filing also shows that environmental markets are becoming more tied to financial systems. Registries, trading platforms, settlement systems, and market data tools are becoming more important. This is happening as governments and companies deal with more complex energy and climate rules.

Overall, the update points to a key shift. Carbon credits are no longer the only focus. Electricity certificates and digital energy systems are now central to future growth.

From Carbon Credits to Electricity: Xpansiv’s Market Pivot

The report shows a clear change in revenue mix. Electricity-linked products are now a major driver.

According to Xpansiv, electricity now makes up about 62% of net revenue. This is up from 57% in 2024. On a pro forma basis, including the Evident acquisition for a full year, electricity reaches about two-thirds of total revenue.

Xpansiv net revenue 2025
Source: Xpansiv

At the same time, carbon revenue fell from 21% to 17%. This reflects wider changes in energy markets.

Companies are buying more renewable electricity certificates (RECs) and clean energy attributes. They are doing this to meet climate targets and secure a stable power supply. Demand is also rising outside regulated markets.

Xpansiv’s system now tracks about 4% of global electricity generation and about 7% of global renewable electricity generation. The company serves customers in more than 90 countries.

The platform has also grown fast. After acquiring Evident, its renewable energy registry network now covers more than 300 gigawatts of capacity and over 4,000 companies.

These figures show that renewable electricity certification is becoming a large global system, not just a niche market. The report says: 

“Across every major region, renewable penetration is rising while generation mixes are becoming more distributed and intermittent, which increases the importance of the market infrastructure layer between asset creation, energy attributes, trading workflows, and end-market demand. Electricity-linked products are expected to remain the primary driver of future growth.”

SEE MORE: A Record 3.5M Methane Credits Trade at Xpansiv CBL Signals New Era for Gas Markets

AI and Data Centers Are Reshaping Power Markets

The report also highlights the growing impact of artificial intelligence on electricity demand. Xpansiv said a “step-change in electricity demand from AI compute and data-center build-out has fundamentally reshaped the demand curve of modern power markets.”

Xpansiv electricity market
Source: Xpansiv

This matches wider trends in the energy sector. Big tech companies are building more AI systems and hyperscale data centers. These facilities use large amounts of electricity. They also need a stable, clean energy supply. Because of this, energy buying is becoming more complex.

Many large buyers now want electricity matched to real-time use. They no longer rely only on yearly offset systems. This is driving demand for hourly renewable energy certificates and 24/7 carbon-free energy tracking.

Xpansiv said it is expanding hourly RECs across its registries to meet this demand. It reported REC retirements of 239 million and 346 million issuances in 2025, both of which show increases from 2024. 

Xpansiv REC issuances and retirements volume
Source: Xpansiv

It also said data-center-driven electricity demand is now a “tailwind” for its platform. This includes registries, trading systems, settlement tools, and market data services.

This trend may grow further. AI expansion is not only increasing tech demand. It is also boosting demand for renewable energy, storage systems, and energy tracking tools.

The Rise of Grid-Scale Environmental Market Infrastructure

The report shows that environmental markets are becoming more like financial infrastructure. Companies now need systems that can handle registration, tracking, verification, settlement, and cross-border transfers of environmental assets.

Xpansiv says users transfer about 1 billion environmental assets each year across its platform. The system connects more than 17 renewable energy, carbon, and environmental registries. This growing complexity is pushing governments and exchanges to work with specialized infrastructure providers.

In 2025, Xpansiv signed deals with Korea Exchange and NH Investment & Securities to support Korea’s carbon market. It also expanded work in Saudi Arabia and won a mandate from New York State for emissions reporting.

These moves show that environmental markets are becoming more institutional. Governments and companies now need central systems that can work across different regions and rules.

The company also said demand is growing for interoperability. Through its Xpansiv Connect platform, it aims to bring different systems into one workflow. This makes environmental markets look more like traditional financial markets, with shared systems for trading, clearing, and data.

Battery Storage and Nuclear Enter the Certificate Economy

The update also shows that clean energy markets are widening beyond solar and wind. Xpansiv said it now supports more than 30% of battery storage capacity in California and Texas. These are the two largest storage markets in the United States.

Overall, it supports more than 16 gigawatts of power resources across all seven U.S. independent system operators. Battery storage is becoming more important as renewable energy grows. It helps balance supply and demand on the grid.

Nuclear energy is also gaining new attention.

Through a partnership with Constellation, Xpansiv launched Emission-Free Energy Certificates (EFECs) linked to nuclear power. It said 675,000 megawatt-hours were traded in the first week. This was its strongest REC-style launch so far.

The strong demand shows a shift toward reliable clean energy sources. AI growth and rising electricity demand are increasing interest in firm power like nuclear.

Carbon Markets Go Digital: Tokenization and AI Integration

The report also points to a more digital future for environmental markets.

Xpansiv said it plans to support tokenized environmental assets using blockchain systems. These could allow digital tracking, smart contracts, and fractional ownership in the future.

It also said it is using AI across its operations. The goal is to improve speed, reduce costs, and scale its systems. This suggests environmental assets may start to behave more like digital financial products.

The company also expects more consolidation in the sector. It plans to acquire new platforms to expand into new regions and reduce fragmentation in registry systems.

A Broader Shift Is Taking Shape

Xpansiv’s update shows that environmental markets are changing quickly.

Electricity-linked products are growing. AI is driving new demand for power. Battery storage and nuclear energy are expanding. Digital systems are becoming more important.

At the same time, environmental commodities are becoming more connected to financial and energy infrastructure. As climate rules tighten and companies face more complex energy needs, the systems that track and trade environmental assets may become as important as the assets themselves.

Google’s Wild AI Strategy: 500 MW Solar Deal and Potential SpaceX Orbital Data Centers

Jennifer L
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0
Google’s Wild AI Strategy: 500 MW Solar Deal and Potential SpaceX Orbital Data Centers

Google’s parent, Alphabet Inc., is expanding its artificial intelligence (AI) infrastructure strategy on two fronts: securing massive renewable energy supplies on Earth and exploring future data centers in space.

The company just signed a 500-megawatt (MW) solar power deal in Texas with Linea Energy. This will help meet the rising electricity needs of its U.S. data centers.

Moreover, reports say Google is talking to SpaceX. They are discussing launching orbital data centers. This move comes as AI computing strains global energy systems.

The moves show how big tech companies are competing for long-term energy and computing power. This is happening as AI workloads grow quickly around the globe.

Google Signs 500 MW Solar Deal to Power AI Growth

Google’s new renewable energy deal includes 500 MW of solar power. This capacity comes from projects by Linea Energy in Texas. The electricity will power Google’s growing network of data centers and cloud infrastructure in the U.S.

Will Conkling, Director of Energy and Power, Google, noted:

“By collaborating with Linea Energy to bring new low-cost power to the grid, we are helping to ensure the Lone Star State’s energy system remains affordable for local families and businesses.”

The deal reflects a broader trend among hyperscale technology companies. AI systems require enormous amounts of electricity to train and run advanced models. This is creating growing pressure on power grids and increasing demand for renewable energy.

According to the International Energy Agency, global data center electricity consumption reached about 415 terawatt-hours (TWh) in 2024. The IEA expects this figure to more than double to roughly 945 TWh by 2030 as AI adoption accelerates.

Google has been one of the largest corporate buyers of renewable energy globally for several years. The company says it has signed more than 7 gigawatts of clean energy agreements worldwide since 2010.

Google carbon-free energy map with data center operations

The company also aims to operate on 24/7 carbon-free energy across all its global operations by 2030. Google’s goal is different from traditional renewable targets. Instead of matching yearly electricity use, it aims to provide clean electricity every hour of every day.

Texas is now a key area for this strategy. Its renewable energy capacity is growing fast, and the data center market is expanding. The state leads the U.S. in utility-scale solar additions and remains a major hub for AI infrastructure investment.

AI Is Driving a Massive Surge in Power Demand, Impacting Google’s Emissions

The rise of generative AI is reshaping global electricity markets. Training large AI models requires huge amounts of computing power. Running AI services continuously also increases electricity consumption across cloud platforms and data centers.

Goldman Sachs estimates global power demand from data centers could rise as much as 165% by 2030 due largely to AI growth. McKinsey & Company estimates that global demand for AI-ready data center capacity could require up to $8 trillion in infrastructure investment by 2030.

global data center electricity use 2030 goldman
Source: Goldman Sachs

This has created a growing challenge for technology companies. Many regions already face delays in grid connections and shortages of reliable electricity supply.

As a result, companies such as Google, Microsoft, Amazon, and Meta Platforms are investing heavily in renewable energy, battery storage, nuclear power, and grid infrastructure.

  • The push for clean energy is also tied closely to corporate climate goals.

Google said its total greenhouse gas emissions increased by almost 48% from its 2019 baseline. This rise is mainly due to higher energy use from AI and data centers.

Google carbon emissions 2024
Source: Google

The company noted in its recent sustainability report that AI growth is making it harder to cut emissions. This explains why securing large-scale renewable electricity agreements has become a strategic priority.

Google has matched all its global electricity use with renewable energy every year since 2017–2018. It has also signed over 75 clean energy agreements worldwide. These support more than 10 GW of renewable capacity from wind, solar, and other sources.

The tech giant also aims to use 24/7 carbon-free energy by 2030. This plan goes beyond yearly matching. It needs to align electricity demand with clean energy in real time.

But Google has noted that the growing demand for AI is making it harder to reduce emissions in the short term. The company said that expanding data centers and increasing AI computing are raising electricity use. Still, efficiency gains and buying renewable energy are helping to lessen the effect.

A 2025 environmental update revealed that Google cut data center energy emissions by 12%. This happened even as electricity demand rose by 27%. The reduction came from new clean energy projects that were activated. The company also reported it has enabled 26 million tCO2e emissions reductions through five products.

google emissions intensity
Source: Google

Google Explores Orbital Data Centers With SpaceX

While Google expands renewable energy on Earth, it is also exploring a much more futuristic solution: moving part of AI computing into space.

Reports from The Wall Street Journal say that Google is talking to SpaceX. They are discussing possible launches for orbital data center infrastructure.

The talks involve Google’s internal research effort known as Project Suncatcher. The initiative centers on solar-powered satellites. These satellites have Google Tensor Processing Units (TPUs) and optical communication systems.

The idea is to put computing infrastructure in orbit. This way, satellites can gather constant solar energy above Earth’s atmosphere.

SpaceX plans to launch up to one million orbital data center satellites. These will orbit between 500 and 2,000 kilometers above Earth. Supporters say that orbital infrastructure might ease the load on land-based electricity grids. It could also provide a steady supply of solar power.

However, the technology remains highly experimental. Google’s research shows that launch costs must drop below about $200 per kilogram. Only then would orbital data centers be cheaper than Earth-based ones. Today, launch costs remain far higher.

Space-Based AI Infrastructure Faces Major Challenges

Despite growing interest, experts say orbital data centers still face huge technical and economic barriers. Most proposed systems rely on SpaceX’s Starship rocket. It needs to achieve fast, low-cost reusable launches. So far, this scale hasn’t been shown in commercial use.

Analysts at MoffettNathanson LLC estimate that thousands of Starship launches each year may be needed. This would support a large-scale orbital computing infrastructure.

Even SpaceX noted risks in its pre-IPO filings. It described orbital AI infrastructure as reliant on “unproven technologies.” Jensen Huang, CEO of NVIDIA, also called space-based AI infrastructure a “long-term engineering challenge.”

Still, interest across the technology sector is growing.

NVIDIA recently advertised positions focused on orbital computing systems. Startup Cowboy Space Corporation has also raised hundreds of millions to build rockets and infrastructure for space-based computing. These developments show how rapidly AI is pushing companies to rethink the future of digital infrastructure and energy supply.

Renewable Energy and AI Are Becoming Deeply Connected

The two Google stories, one focused on Texas solar power and the other on orbital data centers, reflect the same underlying issue.

AI growth is becoming closely tied to energy access. Technology companies now compete for more than just chips and software talent. They also seek electricity, grid access, renewable energy, and long-term power stability.

According to BloombergNEF, global investment in the energy transition reached $2.3 trillion in 2025. A large part of this growth came from electrification, AI infrastructure, battery storage, and renewable energy deployment.

energy transition investment 2025 bnef

At the same time, utilities and governments are increasingly concerned about whether power systems can keep up with AI demand growth. This is why companies are exploring multiple solutions simultaneously:

  • large renewable energy projects,
  • battery storage systems,
  • small modular nuclear reactors,
  • grid modernization, and
  • even orbital computing infrastructure.

Google’s strategy reflects this broader shift. The 500 MW Texas solar agreement provides a near-term solution to rising electricity needs from AI data centers. Meanwhile, orbital computing research is a long-term effort. It aims to rethink where and how AI infrastructure works.

For now, Earth-based renewable energy remains the practical foundation of AI growth. But as power demand continues to rise, companies are increasingly exploring more unconventional solutions.

Meta and D. E. Shaw Renewable Investments Expand 2.5 GW Renewable Partnership Across Nine U.S. States

Saptakee S
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0
Meta and D. E. Shaw Renewable Investments Expand 2.5 GW Renewable Partnership Across Nine U.S. States

Meta Platforms and US-based D. E. Shaw Renewable Investments (DESRI) signed new renewable energy agreements totaling 850 megawatts (MW) in 2026. The deals include 500 MW in Oklahoma, 200 MW in Texas, and 150 MW in Mississippi. These agreements are part of Meta’s broader effort to power its growing data center and AI operations with clean electricity.

The latest contracts push the total renewable energy partnership between Meta and DESRI to around 2,575 MW across nine U.S. states. The projects include solar power and battery storage systems that aim to strengthen grid reliability while lowering emissions from electricity use.

Hy Martin, Chief Development Officer of DESRI, said:

“Our energy infrastructure partnership with Meta now spans nine states and more than two and a half gigawatts across the country. These projects support Meta’s energy commitments, and they will generate significant economic development for local rural economies across the country. Our relationship with large companies like Meta is a cornerstone of DESRI’s long-term strategy of delivering cost-effective, reliable energy projects to power the U.S. economy’s growth.“
battery storage

DESRI Expands Renewable Footprint Across the U.S.

DESRI expects around 1,110 MW of these contracted projects to begin construction this year. Each project is likely to create hundreds of temporary construction jobs and generate long-term economic benefits for local communities through taxes, land lease payments, and operational spending.

The company has become one of the largest renewable energy developers in the United States.

  • Its portfolio now includes more than 80 solar, wind, and energy storage projects with a combined capacity exceeding 12 gigawatts. The company develops, finances, owns, and operates utility-scale renewable projects across the country.

Significantly, it also includes community programs in many of its agreements. DESRI regularly allocates funding for high school scholarships focused on clean energy careers. Similar education initiatives are expected in several states tied to the new Meta projects.

Amanda Yang, Head of Clean and Renewable Energy at Meta, noted:

“DESRI has been a valued partner as we work to bring new energy to grids across the United States. This expanded partnership — now spanning nine states — reflects our commitment to supporting the communities where we operate,” said 

Big Tech Continues to Dominate Clean Energy Buying

The announcement reflects a larger trend shaping global energy markets. Large technology companies have become the biggest buyers of renewable electricity as artificial intelligence infrastructure expands rapidly.

According to BloombergNEF, companies such as Meta, Amazon, Google, and Microsoft accounted for nearly half of all global corporate clean energy purchase agreements in 2025.

The report showed that global corporate clean power purchase agreement volumes reached 55.9 GW in 2025. Although that represented a 10% decline from the previous year, it still marked the second-highest year ever recorded. The slowdown ended eight consecutive years of growth in corporate renewable energy contracting.

Meta Tops the List

Meta emerged as the world’s largest corporate clean energy buyer in 2025. The company signed contracts for 10.24 GW of clean electricity, narrowly surpassing Amazon’s 10.22 GW. Most of Meta’s activity remained concentrated in the United States, where demand for AI-ready data centers continues to grow quickly.

meta

The report also revealed a major shift in energy procurement strategies. Instead of relying only on standalone solar or wind farms, large technology firms are increasingly moving toward “baseload-like” energy solutions. These systems combine multiple technologies to provide more stable electricity throughout the day and night

Smaller Companies Face Challenges

While large technology firms accelerated clean energy purchases, smaller companies slowed down significantly. BloombergNEF reported that the number of corporate clean energy buyers in the United States dropped sharply in 2025.

Despite U.S. clean energy agreement volumes reaching a record 29.5 GW, only 33 companies signed major contracts during the year. That number was nearly half the total recorded in the previous year.

Analysts linked the slowdown to policy uncertainty, changes in tax credit structures, and rising complexity in energy markets. Smaller businesses struggled to manage volatile electricity markets and long-term contract risks.

Nayel Brihi, lead author of BloombergNEF’s report, said corporate buyers are now operating at “two different speeds.” Large technology companies are signing bigger contracts and exploring advanced technologies, while smaller firms remain cautious about long-term commitments.

Hybrid Clean Energy Solutions Move into the Spotlight

Artificial intelligence has become one of the biggest drivers of electricity demand worldwide. Data centers require enormous amounts of constant power to support AI training models, cloud computing, and digital services.

As AI demand grows, companies are looking beyond traditional renewable projects toward systems capable of delivering electricity around the clock. This shift explains the rising interest in storage systems and hybrid renewable projects.

IRENA recently highlighted the growing role of firm renewable systems. It says hybrid projects can optimize grid connections, reduce exposure to price volatility, and deliver more stable electricity supplies.

Falling Battery Costs Make 24/7 Renewable Power More Viable

The economics of these systems are also improving rapidly. IRENA estimated the global average solar electricity cost at $0.043 per kilowatt-hour in 2024. Falling battery prices are making “anytime solar power” increasingly practical in regions with strong sunlight.

Studies now show that the levelized cost of electricity from hybrid solar-and-storage systems has dropped sharply over the past five years.

  • In strong solar and wind regions, costs fell from above $100 per megawatt-hour in 2020 to around $54–82 per megawatt-hour by 2025.

Analysts expect another major decline over the next decade. Under current technology trends, firm renewable electricity costs could fall by roughly 30% by 2030 and nearly 40% by 2035. In the best locations, costs may drop below $50 per megawatt-hour.

irena battery costs
Source: IRENA

Meta Expands Its Renewable Energy Strategy

Meta has steadily increased investments in renewable electricity over the past several years. The company uses long-term power purchase agreements to match its electricity consumption with clean energy generation.

Under these agreements, developers build and operate renewable projects while Meta purchases the electricity produced. These long-term contracts help developers secure financing and move projects forward.

  • By the end of 2024, 89 of the 128 renewable projects in Meta’s portfolio were already online and supplying electricity to the grid.

The company often focuses on projects connected to the same electricity grids as its data centers. Meta also prioritizes projects that improve grid reliability and reduce emissions during periods of high electricity demand.

Reducing Operational Emissions 

Meta reduced operational emissions by 6 million MT CO₂e in 2024. The company also uses Energy Attribute Certificates (EACs) to cut Scope 3 emissions linked to fuel use, consumer hardware, and remote work. This approach reduced value chain emissions by 1.4 million MT CO₂e in 2024.

To sum up, renewable energy procurement has helped Meta cut 23.8 million MT CO₂e emissions since 2021.

solar meta

Some of Meta’s major solar and battery storage partnerships, including:
  • 150 MW floating solar project in Singapore with Sembcorp Industries
  • Large solar power agreements in Ireland near Meta’s data center operations
  • Sky Ranch Solar Energy Center in New Mexico with NextEra Energy and PNM

AI Research Supports Energy Storage Innovation

Meta is also investing in advanced energy research using artificial intelligence tools. The company supports battery storage projects and scientific research focused on improving clean energy systems.

One major initiative is the Open Catalyst project, a collaboration between Meta’s Fundamental AI Research team and researchers at Carnegie Mellon University. The project aims to accelerate the discovery of new catalysts for clean energy production and storage.

Overall, Meta’s latest renewable agreements with DESRI show how quickly energy demand from AI infrastructure is reshaping electricity markets. Large technology firms are no longer simply buying renewable power to meet sustainability goals. They are increasingly driving the next phase of energy system development focused on reliability, storage, and round-the-clock clean electricity.

Alaska Energy Metals’ Nikolai Project Ranks Among Largest U.S. Nickel Resources After 2025 Estimate

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Alaska Energy Metals’ Nikolai Project Ranks Among Largest U.S. Nickel Resources After 2025 Estimate

Disseminated on behalf of Alaska Energy Metals Corporation

The global race for critical minerals is entering a decisive phase. As countries accelerate clean energy adoption and strengthen defense readiness, the need for secure and domestic supply chains has become urgent. The United States, in particular, is working to reduce its dependence on foreign sources for essential materials. Against this backdrop, AEMC’s Nikolai project is emerging as a high-impact asset with the potential to transform the country’s critical minerals landscape.

With its updated 2025 Mineral Resource Estimate (MRE), Nikolai demonstrates not only exceptional scale but also a diverse metals portfolio. This combination positions it as a strategic solution to growing supply challenges across energy, industrial, and national security sectors.

Massive Scale Sets Nikolai Apart

Scale is the defining feature of the Nikolai project. The latest resource estimate confirms:

  • 5.6 billion pounds of nickel (Indicated)
  • 9.4 billion pounds of nickel (Inferred)

The latest 2025 Mineral Resource Estimate highlights Nikolai’s growing scale, with 1.19 billion tonnes in the Indicated category grading 0.30% nickel equivalent and containing 5.6 billion pounds of nickel. The project also includes 2.09 billion tonnes in the Inferred category grading 0.28% nickel equivalent and containing 9.4 billion pounds of nickel, reinforcing Nikolai’s position as one of the largest nickel resources identified in the United States.

Here’s a detailed, updated resource estimate from the company.

aemc nikolai nickel
Source: Alaska Energy Metals

This scale gives Nikolai a clear advantage over many domestic peers. Several U.S. nickel projects remain smaller in scope or are still in early exploration phases. In contrast, Nikolai already shows a well-defined and expansive mineral system, with strong potential for further growth through additional drilling and exploration.

Another critical strength lies in its oxide and sulphide composition. This dual mineralization could provide flexibility in how the resource is developed and processed over time. Such adaptability is especially valuable for large-scale projects, where long-term operational efficiency and cost management are key factors.

Ultimately, Nikolai’s size is not just a headline number. It represents long-term supply potential, making it capable of supporting sustained production over decades rather than short-term output cycles.

A Multi-Metal Resource with Strong Market Alignment

Beyond its nickel resources, Nikolai stands out for its diversified metal content. The project hosts a broad mix of critical materials that enhance both its economic value and strategic importance.

The resource model includes:

  • 1.7–2.4 billion pounds of copper
  • 0.4–0.76 billion pounds of cobalt
  • Several million ounces of platinum group metals (platinum, palladium, and gold)

Additionally, the presence of chromium and iron further strengthens its industrial relevance.

Here’s a detailed breakdown of the Nikolai Eureka Project: 2025 Indicated Mineral Resource Estimate: 

nikolai eureka project
Source: AEMC

For more details of the 2025 Inferred Category Resource Estimate of the Nikolai Eureka Project, check the table below: 

nikolai project nickel
Source: AEMC

This multi-metal profile is a major advantage. It reduces dependence on a single commodity and allows the project to benefit from multiple demand drivers. As global markets evolve, such diversification helps balance price volatility and ensures more stable long-term returns.

More importantly, the combination of metals aligns closely with future demand trends. Instead of serving a niche market, Nikolai supports a wide range of high-growth sectors tied to electrification, advanced manufacturing, and infrastructure development.

This alignment increases the project’s resilience and enhances its appeal to investors and policymakers alike.

Strategic Importance for U.S. Supply Security

Nikolai’s value extends well beyond its resource size. It directly addresses one of the biggest challenges facing the United States: supply chain vulnerability.

A significant portion of the metals found at Nikolai is currently sourced from overseas. This reliance exposes the U.S. to risks such as trade restrictions, geopolitical tensions, and supply disruptions.

  • Importantly, seven metals hosted at the project are included in the U.S. Department of Defense’s Critical and Strategic Materials list. This underscores their importance for national security and long-term strategic planning.

Projects like Nikolai offer a path toward greater independence. By developing domestic resources, the U.S. can reduce exposure to external shocks and build a more stable supply base.

The scale of Nikolai further strengthens its strategic value. Large, long-life assets are essential for ensuring a consistent supply, particularly for industries that require steady and predictable material flows. Smaller or fragmented projects often cannot meet this need.

In this context, Nikolai is not just a mining project. It is a potential cornerstone for strengthening U.S. resilience across multiple sectors.

Strengthening North American Industrial Ecosystems

The shift toward localized supply chains is gaining momentum across North America. Companies are increasingly prioritizing regional sourcing to improve reliability, reduce risk, and meet evolving regulatory requirements.

Nikolai fits seamlessly into this transition. Its resource base supports both emerging industries and established sectors, creating a bridge between new energy systems and traditional manufacturing.

For example, its metals can contribute to:

  • Expanding domestic battery production capacity
  • Supporting large-scale electrification initiatives
  • Reinforcing supply chains for heavy industry and infrastructure

This cross-sector relevance makes Nikolai particularly valuable. Instead of depending on a single market, it integrates into a broader industrial framework.

Additionally, localized sourcing is becoming a key requirement for companies aiming to qualify for government incentives and sustainability targets. Projects like Nikolai can help meet these criteria while also improving transparency and traceability within supply chains.

As North America continues to build its industrial base, assets like Nikolai will play a crucial role in supporting long-term growth.

Policy Tailwinds Accelerate Momentum

Government support is becoming a major driver of critical minerals development in the United States. Policymakers are increasingly focused on strengthening domestic capabilities and reducing reliance on imports.

Under the Trump administration, the U.S. critical minerals strategies are promoting:

  • Increased funding for exploration and development
  • Stronger coordination between the public and private sectors
  • Expansion of domestic processing and refining capacity

These policy tailwinds create a supportive environment for large-scale projects like Nikolai. They not only improve the economic outlook but also reduce regulatory uncertainty, which is often a key barrier in mining development.

Most significantly, the Nikolai Nickel Project in Alaska received FAST-41 permitting transparency status in November 2025 under EO 14241, reducing uncertainty for such strategically aligned projects.

As a result, projects with strong fundamentals and strategic alignment are likely to gain momentum in the coming years.

Analysis: A High-Impact Asset in a Tightening Market

The global nickel and critical minerals market is entering a complex phase. While short-term price movements remain volatile, long-term demand continues to strengthen due to electrification and industrial growth.

At the same time, supply growth faces challenges, including permitting delays and geopolitical constraints. This creates a gap between future demand and reliable supply sources.

Nikolai stands out as a project capable of addressing this gap. Its scale, diversified resource base, and U.S. location give it a strong competitive edge.

Importantly, its value lies not just in the volume of resources but in its ability to support multiple sectors simultaneously. This makes it more resilient and strategically important compared to single-commodity projects.

In the broader context, Nikolai represents more than a mining opportunity. It reflects a shift toward resource security, domestic capability, and long-term planning.

As global competition for critical minerals intensifies, assets like Nikolai are becoming essential. If developed successfully, it could play a defining role in shaping the future of U.S. energy, industry, and supply chain resilience.


DISCLAIMER 

New Era Publishing Inc. and/or CarbonCredits.com (“We” or “Us”) are not securities dealers or brokers, investment advisers, or financial advisers, and you should not rely on the information herein as investment advice. Alaska Energy Metals. (“Company”) made a one-time payment of $75,000 to provide marketing services for a term of three months. None of the owners, members, directors, or employees of New Era Publishing Inc. and/or CarbonCredits.com currently hold, or have any beneficial ownership in, any shares, stocks, or options of the companies mentioned.

This article is informational only and is solely for use by prospective investors in determining whether to seek additional information. It does not constitute an offer to sell or a solicitation of an offer to buy any securities. Examples that we provide of share price increases pertaining to a particular issuer from one referenced date to another represent arbitrarily chosen time periods and are no indication whatsoever of future stock prices for that issuer and are of no predictive value.

Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high-risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reviewing the companies’ SEDAR+ and SEC filings, press releases, and risk disclosures.

It is our policy that information contained in this profile was provided by the company, extracted from SEDAR+ and SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee them.

CAUTIONARY STATEMENT AND FORWARD-LOOKING INFORMATION

Certain statements contained in this news release may constitute “forward-looking information” within the meaning of applicable securities laws. Forward-looking information generally can be identified by words such as “anticipate,” “expect,” “estimate,” “forecast,” “plan,” and similar expressions suggesting future outcomes or events. Forward-looking information is based on current expectations of management; however, it is subject to known and unknown risks, uncertainties, and other factors that may cause actual results to differ materially from those anticipated.

These factors include, without limitation, statements relating to the Company’s exploration and development plans, the potential of its mineral projects, financing activities, regulatory approvals, market conditions, and future objectives. Forward-looking information involves numerous risks and uncertainties and actual results might differ materially from results suggested in any forward-looking information. These risks and uncertainties include, among other things, market volatility, the state of financial markets for the Company’s securities, fluctuations in commodity prices, operational challenges, and changes in business plans.

Forward-looking information is based on several key expectations and assumptions, including, without limitation, that the Company will continue with its stated business objectives and will be able to raise additional capital as required. Although management of the Company has attempted to identify important factors that could cause actual results to differ materially, there may be other factors that cause results not to be as anticipated, estimated, or intended.

There can be no assurance that such forward-looking information will prove to be accurate, as actual results and future events could differ materially. Accordingly, readers should not place undue reliance on forward-looking information. Additional information about risks and uncertainties is contained in the Company’s management’s discussion and analysis and annual information form for the year ended December 31, 2025, copies of which are available on SEDAR+ at www.sedarplus.ca.

The forward-looking information contained herein is expressly qualified in its entirety by this cautionary statement. Forward-looking information reflects management’s current beliefs and is based on information currently available to the Company. The forward-looking information is made as of the date of this news release, and the Company assumes no obligation to update or revise such information to reflect new events or circumstances except as may be required by applicable law.

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